Nvidia has told Chinese clients that its new "Vera" central processors for AI data centres could be available as soon as August and that they can begin placing orders, three sources familiar with the matter said. Nvidia's market share in China has effectively fallen to zero, its CEO Jensen Huang said in October, hurt by U.S. export controls on advanced chips and Beijing's push for self-reliance in key technologies. The move also raises the stakes in its competition with major CPU firms Intel and AMD, which are racing to increase supplies of server CPUs for AI data centres.
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SpaceX needs to capitalize on one key opportunity to justify its IPO valuation.
The S&P 500 index is sticking to its rules, but other indexes are making changes to add SpaceX as quickly as possible.
Broadcom dropped nearly 15%, despite reporting solid numbers.
Elan Microelectronics Corp (TPE:2458) focuses on security and commercial markets while lacking clarity on financial performance and future projections.
Nvidia has hired veteran lobbyist Bruce Andrews to head government affairs in Washington, D.C., two sources briefed on the matter said on Thursday. Andrews served as chipmaking rival Intel's government affairs chief under former CEO Pat Gelsinger. During the Obama administration, Andrews was a Commerce Department official.
The Fed might nix its policy easing bias at next week's meeting.
Here's a look at the valuation, demand, and financial performance of the largest IPO in history.
The CPU market is expected to grow 5x through 2030.
Artificial intelligence (AI) companies will tap the capital markets for hundreds of billions of dollars over a very short time span.
The market is already treating tomorrow’s SpaceX IPO as one of the most important public offerings in decades. Investors are focused on valuation, demand, and whether the company can justify the excitement surrounding a business that spans launch services, Starlink internet, artificial intelligence, robotics, and advanced manufacturing. Yet the bigger story may be what happens ... Prediction: Elon Musk Will Target 2 Trillion-Dollar Acquisitions After the SpaceX IPO
Investing.com -- Bank of America has raised its 2030 server CPU total addressable market estimate to more than $170 billion from $125 billion, arguing that agentic AI is driving a near-fivefold expansion in CPU demand and lifting price objectives across several semiconductor names.
SpaceX will debut on the public markets, having raised at least $75 billion at a valuation of $1.78 trillion, making it the largest initial public offering ever.
The SpaceX IPO prospectus makes several bold claims.
Recent filings clarify SpaceX's biggest growth opportunities.
Sandisk has been a wild success since its return to the public markets as an independent company.
Reuters recently reported that the SpaceX initial public offering is now three to four times oversubscribed.
Rocket Lab and AST SpaceMobile will benefit from the soaring interest in space stocks.
Shareholders will have a rude awakening within months of the company's IPO.
You'd be surprised to learn the real story behind the uranium stock's fall.
Investing.com -- Barclays lifted its wafer fabrication equipment estimates and raised price targets on Applied Materials, KLA Corporation, and Lam Research in a note on Monday.
U. S. equity futures traded lower on Wednesday as investors assessed renewed military action between the United States and Iran while awaiting a closely watched inflation report and quarterly results from software giant Oracle (NYSE:ORCL).
Fed Chair Kevin Warsh sees room to lower interest rates, but President Trump's actions have essentially made rate cuts impossible.
A single initiative will have a huge impact on SpaceX's growth prospects.
(Bloomberg) -- SoftBank Group Corp.’s talks with potential creditors to raise at least $6 billion from a margin loan backed by its OpenAI stake have stalled, people familiar with the matter said, just weeks after the Japanese conglomerate cut its initial target from $10 billion.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Launches Strikes Against Iran After Helicopter Shot DownUS Strikes Iran After Helicopter Downed, Testing Peace TalksStocks Pare Tech-